Private Equity Portfolio Senior Manager, M&A Tax

Location – London, Birmingham, Edinburgh. Manchester

A career in our client’s Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help clients meet and manage their tax obligations across unique but ever changing tax specialties. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing indirect taxes, dispute resolution, and global enterprise tax solutions.

Our client’s team helps clients with various aspects of merger and acquisition transactions such as restructuring, divestiture, partnerships and insolvency. You’ll focus on helping clients establish treasury goals, analyse and quantify tax assets, assess tax risks, and model taxable income and cash flow impacts.

Our client’s Deals Tax team works closely with their Deals practice to advise on the tax implications of all aspects of transactions, including Mergers & Acquisition, Business Recovery Services and Real Estate. Part of the wider Corporate Tax network, they work collaboratively across specialisms to drive value and help clients succeed at all stages of the deal lifecycle.

The role sits within the leading, dedicated Private Equity Portfolio (PE Portfolio) Tax team, within our client’s Deals Tax network. They work in a dynamic sector, combining ongoing relationship management with transaction support. The team has ambitious growth plans, providing the opportunity to work on household names, in a friendly, progressive environment, as well as working providing technically stimulating advice.

Our client’s team is fuelled by open and curious minds who are passionate about their work. As part of the team, you’ll experience unparalleled opportunities to develop your career. You’ll work on complex and challenging projects and gain experience working with prestigious and diverse clients – from high profile multinational organisations and private equity firms to start-ups and owner-managed businesses.

The role

  • You will be responsible for managing members of a growing team and providing tax advisory services to a range of PE portfolio company clients. 
  • Manage and deliver bespoke tax advice in relation to the PE portfolio company and the transactions it is involved with. The work is wide-ranging including international tax and supporting clients throughout the deal cycle. 
  • Build and maintain relationships with clients and junior members of the team. In particular, working closely with clients to provide them with proactive innovative and commercial tax services.
  • Seek specialist input from other parts of tax and wider network – in particular transaction services and non-UK teams.
  • Be proactive in seeking business development opportunities helping to identify and progress opportunities with new/existing clients.
  • Use technical knowledge and experience to help develop strategies to solve complex technical challenges for clients.
  • Take responsibility for developing your own and the team’s technical and business acumen; keeping up to date with business and economic issues, industry insights and sharing your experience and technical knowledge as part of a team to solve important problems.

Skills and attributes

  • Chartered Accountant (ACCA, ICAEW, ICAS, CAI) or Chartered Tax Advisor (ATT, CTA) or equivalent international or legal professional qualification.
  • You will have significant UK corporate tax knowledge including management tax issues and will have experience advising on transactions.
  • You will need a flexible approach to allow you to work as part of a number of client/transaction teams simultaneously.
  • You will have experience of developing and maintaining strong relationships with clients and internally.
  • You will need strong analytical skills and a proven ability to solve complex problems in a collaborative and creative way.
  • You will have experience of project managing and delegating work within a team context, with excellent communication skills.
  • You will have a focus on self-development and in the development of others in your teams.


Interested in this role?

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